Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271B
AUM Growth
-$17.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,125
New
Increased
Reduced
Closed

Top Buys

1
+$10.5B
2
+$1.45B
3
+$625M
4
KHC icon
Kraft Heinz
KHC
+$570M
5
NFLX icon
Netflix
NFLX
+$526M

Top Sells

1
+$1.44B
2
+$1.29B
3
+$875M
4
QCOM icon
Qualcomm
QCOM
+$771M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$458M

Sector Composition

1 Healthcare 9.07%
2 Financials 8.9%
3 Technology 7.48%
4 Consumer Discretionary 7.12%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$2.27M ﹤0.01%
14,819
-3,216
3327
$2.27M ﹤0.01%
10,121
+1,191
3328
$2.27M ﹤0.01%
202,927
+98,395
3329
$2.26M ﹤0.01%
71,446
+3,568
3330
$2.26M ﹤0.01%
57,032
-37,041
3331
$2.26M ﹤0.01%
80,639
-660
3332
$2.25M ﹤0.01%
237,117
+85,305
3333
$2.25M ﹤0.01%
56,284
-34,011
3334
$2.25M ﹤0.01%
124,582
+2,419
3335
$2.25M ﹤0.01%
795,370
-67,479
3336
$2.25M ﹤0.01%
213,501
+45,459
3337
$2.25M ﹤0.01%
42,303
+22,653
3338
$2.24M ﹤0.01%
102,837
+72,720
3339
$2.24M ﹤0.01%
179,300
+45,561
3340
$2.24M ﹤0.01%
396,869
-2,835
3341
$2.23M ﹤0.01%
724
-134
3342
$2.22M ﹤0.01%
164,460
+2,908
3343
$2.22M ﹤0.01%
56,562
-482,539
3344
$2.22M ﹤0.01%
167,094
+24,239
3345
$2.22M ﹤0.01%
255,572
-205,560
3346
$2.22M ﹤0.01%
48,474
+3,275
3347
$2.22M ﹤0.01%
346,740
-171,882
3348
$2.22M ﹤0.01%
27,515
-4,248
3349
$2.21M ﹤0.01%
37,038
-93,125
3350
$2.21M ﹤0.01%
84,241
+9,118
132 133
134
135 136